Samalin Investment Counsel, LLC
Top Portfolio Positions
228 positions ·
$174,979,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,915 | $8,607,287 | 4.92% | |
| OUNZ |
VanEck Merk Gold ETF
|
176,906 | $7,969,615 | 4.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,092 | $5,912,891 | 3.38% | |
| GLD |
Spdr Gold Trust
|
11,253 | $4,842,053 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
11,241 | $4,161,080 | 2.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,217 | $3,520,578 | 2.01% | |
| MPLX |
Mplx LP
Energy
|
58,237 | $3,323,585 | 1.90% | |
| NVDA |
Nvidia Corp
Technology
|
18,450 | $3,217,680 | 1.84% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
78,438 | $2,968,093 | 1.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,618 | $2,665,417 | 1.52% |
Portfolio Trend
Holdings in ACRE
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,521 | 110,942 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $571,276 | 119,514 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $633,727 | 140,516 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $680,774 | 142,720 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $625,582 | 135,115 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $342,144 | 58,089 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $505,575 | 72,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $413,204 | 62,136 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $282,541 | 37,925 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $405,552 | 39,146 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $242,940 | 25,519 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $229,999 | 22,660 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $128,623 | 14,150 | Shares | Sole | 2023-05-09 | |
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